EQTIX
Price
$17.47
Change
-$0.45 (-2.51%)
Updated
Dec 18 closing price
SCCUX
Price
$10.87
Change
-$0.27 (-2.42%)
Updated
Dec 18 closing price
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$17.47
Change-$0.45 (-2.51%)
VolumeN/A
CapitalizationN/A
Invesco Income Advantage U.S. Fund C
Price$10.87
Change-$0.27 (-2.42%)
VolumeN/A
CapitalizationN/A
EQTIX vs SCCUX Comparison Chart
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EQTIX vs. SCCUX commentary
Dec 19, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTIX is a StrongBuy and SCCUX is a StrongBuy.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 838M vs. SCCUX (194M). EQTIX pays higher dividends than SCCUX: EQTIX (8.27) vs SCCUX (5.56). EQTIX was incepted earlier than SCCUX: EQTIX (28 years) vs SCCUX (19 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. SCCUX (46.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. EQTIX (20.11) and SCCUX (20.07) have marching annual gain over last year. EQTIX return over 5 years is better than : 38.94 vs. SCCUX (24.47).
EQTIXSCCUXEQTIX / SCCUX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years19 years-
Gain YTD19.58619.461101%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets838M194M432%
Annual Yield % from dividends8.275.56149%
Returns for 1 year20.1120.07100%
Returns for 3 years26.4222.31118%
Returns for 5 years38.9424.47159%
Returns for 10 years13.0332.9140%
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